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#Trailhead Challenges2.021 utenti parlano di questo argomento

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Hi all , 

 

I wanted to check...

 

On a quotation, an email received by John is visible to other users who have access to the record. However, users such as Mick can only view the email and do not see the Reply or Forward

 buttons. Even as a System Administrator, I cannot see these actions. 

 

When I log in as John , the Reply and Forward buttons are available.

Could this be standard Salesforce behavior, where the Reply and Forward

 actions are tied to the mailbox owner/recipient rather than to users who simply have access to the Email Message record? Or is this something that can be configured or customized from a development perspective? 

 

Let me explain the below image:

  • From shows the sender's email address.
  • To shows John's email address, which means the email was sent to John.
  • Mick then clicks View All to open the full email record and dnt see Forward, reply, reply all button on right side only see delete button 

Reply/Forward Buttons Visible Only to Email Recipient

 

image.png

 

Thank you  

 

#Trailhead Challenges #Salesforce Developer #Salesforce Admin #Experience Cloud

4 risposte
  1. 5 ago, 07:53

    Hi @Roopa Sharma -  This isn't possible with Flow alone. The Reply, Reply All, and Forward actions are part of Salesforce's email integration and are only available to the connected mailbox owner. Flow can't invoke these standard email actions or impersonate another user's mailbox. If you need similar functionality for other users, it would require a custom solution (typically using Apex and/or a custom Lightning component) or a third-party email integration. 

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On the last step of Control What Your Users Can Access:

 

  • Configure organization-wide defaults:
    • Account and Contract: Visible but not editable for all users.
    • Opportunity: Visible only to record owners and users higher in the role hierarchy.

I have tried every selection possible and I still get the error message.  For my choices, I do not see anything about record owners and I cannot change the access using Hierarchies.

 

What am I doing wrong?

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I need resolving this issue in a challenge: 

 

Challenge not yet complete in Resilient Wolf Playground

We can’t find the correct object permissions for account in the ‘Account Access’ permission set. 

 

Any suggestions? 

 

Thanks. 

 

#Trailhead Challenges

2 risposte
  1. 30 giu, 04:13

    Hello @Jose Espinoza

    • Account Object Permission in 'Account Access ' includes Read, Create, Edit, Delete, View All Records, and Modify All Records.
    • Sales User Muted Permissions- confirm it mutes Delete, view All Records, a nd Modify All Records correctly.
    • Field Permissions- Make sure Annual Revenue and Customer Priority fields are muted for Edit access.
    • Assignment-Verify the Sales User permission set group is assigned to the right user.
    • Organization-wide-Defaults-check that Account and Contact are Visible but not editable, and Opportunity is visible only to record owners and role hierarchy users.

    If everything seems correct, try refreshing the page and rechecking the permissions. 

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000TjDod0AF

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Does anyone knows the solution for this 

Configure organization-wide defaults:

  • Account and Contract: Visible but not editable for all users.
  • Opportunity: Visible only to record owners and users higher in the role hierarchy.

#Trailhead Challenges

2 risposte
  1. 9 apr, 14:57

    For your requirement, you can configure it through Organization-Wide Defaults (OWD) like this:

    • Account & Contract: Set OWD to Public Read Only → this allows all users to view records but not edit them. 
    • Opportunity: Set OWD to Private → only record owners and users higher in the role hierarchy will have access. 

    Also, make sure your role hierarchy is properly configured, as it controls visibility for Opportunities in this case.

    Let me know if you’re also using sharing rules or profiles, as they can override these settings.

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Ho fatto questa parte una decina di volte, creando nuovi playground e ho provato veramente di tutto, ma continua a darmi sempre questo errore e non so che cosa sto sbagliando. 

 

Impossibile trovare le autorizzazioni corrette per l’oggetto Account all’interno del gruppo di insiemi di autorizzazioni “Sales User” (“Utente commerciale”). 

 

sapete come posso risolvere? 

 

#Trailhead Challenges

1 risposta
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    30 mag, 14:37

    Hello @davide fornelli, have you waited for the updates to finish ? 

    Maybe try to switch your playground (avatar icon > settings > language and time zone)  and your trainhead unit page (scroll down to the very bottom of the page to fond the language selector) in english, and take the challenge again / check your settings before trying validating again (as described below in english). 

     

    • Create a permission set:
      • Label: Account Access
      • API Name: Account_Access
      • Add a description (We won’t check for this.)
      • License: -None-
      • Enable Account Object Permissions: Read, Create, Edit, Delete, View All Records, and Modify All Records
      • Enable Account Field Permissions: Read Access and Edit Access for all fields
    • Create a permission set group and assign it to the user you created:
      • Label: Sales User
      • API Name: Sales_User
      • Include the Account Access permission set that you created
      • Create a muting permission set in the permission set group and name it Sales User Muted (API Name: Sales_User_Muted)
      • Mute Account Object Permissions: Delete, View All Records, and Modify All Records
      • Mute Account Field Permissions: Edit Access for the Annual Revenue and Customer Priority fields
      • Assign the permission set group to the user you created in the previous unit
    • Configure organization-wide defaults:
      • Account and Contract: Visible but not editable for all users.
      • Opportunity: Visible only to record owners and users higher in the role hierarchy.
      • Note: Wait for the updates to finish processing before checking this challenge.

    Eric

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